Diversify Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 9,252 shares of AVLV stock, worth $639,775. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,252Holding current value
$639,775% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding AVLV
# of Institutions
277Shares Held
54.1MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$533 Million1.14% of portfolio
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Merriman Wealth Management, LLC1.97MShares$136 Million5.62% of portfolio
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Northwestern Mutual Wealth Management CO1.93MShares$134 Million0.12% of portfolio
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Envestnet Asset Management Inc1.77MShares$123 Million0.04% of portfolio
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Comerica Bank1.67MShares$116 Million0.44% of portfolio